The AI Reckoning: Chips, Constraints and the Next Generation of Compute

About this session

AI’s ambitions have never been bigger, and neither have the demands on the infrastructure beneath it. As organizations race to deploy AI at scale, a critical question is being overlooked: is the compute foundation of the AI economy capable of delivering on what the field now promises?In this candid fireside conversation, semiconductor veteran and former Intel CEO Pat Gelsinger joins Sachin Katti, Head of Compute at OpenAI, to examine the defining constraints of the AI age from both sides of the equation: the evolution of chips and systems, and the real-world compute demands of frontier AI. Together, they will explore what is truly limiting AI’s next phase, how the next generation of computing infrastructure may unlock capabilities today’s systems cannot support, and what business and technology leaders should understand now as compute becomes one of the central strategic bottlenecks of the AI era.